See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,372 | $89,753-0.4% | $107,525-16.9% | $84,808+5.4% |
| Participation rate | 84.6% | 68.1%+16.6pp | 75.1%+9.5pp | 68.3%+16.3pp |
| Annual return | 10.45% | 29.48%-19.0pp | 181.32%-170.9pp | 40.90%-30.4pp |
| Employer contribution / active EE | $3,182 | $3,113+2.2% | $3,754-15.2% | $2,631+20.9% |
| Participant deferral / active EE | $2,875 | $4,056-29.1% | $5,116-43.8% | $4,212-31.7% |
| Admin fee / account holder | $11,568 | $7,222+60.2% | $8,919+29.7% | $7,344+57.5% |